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Benefits of integrating Fabio
Fabio can save you time if you have multiple different invoices, bills, and other records that you need to upload into FreeAgent by bulk uploading them all at once.
Fabio can also help with importing records into FreeAgent from other business systems you may be using, or with transferring data from one FreeAgent account to another. There are no monthly subscriptions, you pay as you go, with a free trial to get started.
How Fabio works with FreeAgent
Once you’ve connected your FreeAgent account to Fabio, create a single CSV (Comma Separated Values) file with all the records to be added.
Once you’ve selected the data file, Fabio will first check it for syntax, and after your confirmation, the integration will bulk upload the records into FreeAgent, or export filtered records from FreeAgent. The changes in FreeAgent will be immediate.
How do I get started with Fabio?
You can connect your FreeAgent account to Fabio by following these steps:
- Visit GetFabio.co.uk (opens in new window)’ and select ‘Try Fabio’.
- Enter your details and select ‘Register’ to create a Fabio account.
- Select ‘Link’ to connect Fabio to your FreeAgent account.
- Enter your FreeAgent login credentials and select ‘Approve’.
Once connected, you can upload records into FreeAgent by following these steps:
- Create a .CSV file of the records you want to upload.
- Select ‘Upload’ and then select ‘Choose File’ to find your .CSV file.
- Once the validation checks are complete, select ‘Continue’ to upload the file.
- Check the relevant records have been added in FreeAgent.
You can get more Fabio transaction credits by following these steps:
- Visit ‘GetFabio.co.uk/pricing (opens in new window)’ to buy more Transaction Credits.
- Select ‘Apply Key’ to apply your Licence Key, which you’ll receive automatically by email after purchase.
You can check how many Transaction Credits you have left at any time from Fabio’s dashboard.
